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Stone Steps Financial LLC
533 2nd Street, Encinitas, California, United States
About the Stone Steps Financial LLC
Stone Steps Financial LLC is a leading finance institution located at 533 2nd Street in the beautiful coastal town of Encinitas, California, United States. With a team of experienced financial experts, we provide a wide range of financial services including investment management, retirement planning, and estate planning. Our mission is to help our clients achieve their financial goals and secure their financial future. Contact us today to learn more about how we can help you navigate the complexities of the financial world.
Photos of Stone Steps Financial LLC
533 2nd St #207, Encinitas, CA 92024, United States
Opening hours of Stone Steps Financial LLC
Monday:
09:00 - 17:00
Tuesday:
09:00 - 17:00
Wednesday:
09:00 - 17:00
Thursday:
09:00 - 17:00
Friday:
09:00 - 17:00
Saturday:
Closed
Sunday:
Closed
Reviews of Stone Steps Financial LLC
"Scott and the team at Stone Steps are life changers. This might sound crazy, but I'm an advisor of eight years myself, and my wife and I hired Stone Steps a year ago to be our advisor, and it was the best financial decision and investment we've made to date in our eight years together. Scott and team truly listen and empathize, which enables them to foster very meaningful and purposeful conversations, leading to very fulfilling decisions that have brought tremendous peace. We're looking forward to working with Stone Steps for a long time to come!"
"I don’t just throw out 5 star reviews, but Scott has been amazing and I’ve already told a number of friends about him. He is qualified, but he also genuinely cares. From the time and energy he invests upfront in asking you questions about your life goals and what’s truly at your hearts core, to the thoughtful options he presents to you and the latest technology to help you understand and organize your finances, he’s able to make an incredible impact in a short time. We highly recommend Scott and his team at Stone Steps Financial."
"Scott with Stone Steps Financial has been so incredibly helpful in lining up my family's life goals and our financial planning so that we can work to accomplish our goals in a clear cut manner. Our planning process has been very transparent, easy to understand, and overall very, very helpful. This process has helped my wife and I align ourselves and communicate more effectively on our ideal future as well. Cannot recommend Scott enough!"
"I've worked with a financial planner for 20+ years, and switched to working with Scott about two years ago. I like that Scott and Stone Steps Financial have a very data-driven, transparent, and straightforward approach. It makes creating long-term strategies and short terms goals much more digestible to a non finance-minded person like myself. He provides highly personalized planning and investment services in a refreshing way and knows a lot of great technology tools and resources. I also always feel like Scott has listened to me, is realistic about my goals and plans, and trust that he has my best interests and goals at heart. Also, he's just a really positive and dynamic person to be around, and makes things like talking about finances as fun and non stressful as possible."
"I have been working with Scott as my financial adviser for about six months. I chose his services because he is a fee only adviser. He does not make money of financial products, because he does not sell anything but his amazing expertise. Working with Scott has been a thorough and organic process. He has a step-by-step system that allowed me to gain clarity of where I was standing and where I want to go. I transitioned from a corporate job in to self-employment and Scott has been nothing but supportive, professional, and caring. His casual yet knowledgeable approach spans a wide array of financial know-how. He has been prompt and kind in answering all of my questions and I feel very comfortable knowing that I have him helping me achieve my financial goals. Thank you, Scott!"
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